Ae Wealth Management LLC J P Morgan ETF Tr U S Momentum Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Ae Wealth Management LLC holds 121 shares of JMOM stock, worth $7,299. This represents 0.0% of its overall portfolio holdings.

Number of Shares

121

Holding current value

$7,299

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$56.7 - $62.15 $6,860 - $7,520	121 New	121 $7,000

Others Institutions Holding JMOM

# of Institutions

Shares Held

18.4M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

9.62M
Shares

$580 Million
1.21% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

3.99M
Shares

$241 Million
3.02% of portfolio
Equitable Holdings, Inc. New York, NY

901K
Shares

$54.4 Million
0.52% of portfolio
Shore Point Advisors, LLC

499K
Shares

$30.1 Million
16.23% of portfolio
Klaas Financial Asset Advisors, LLC Loves Park, IL

424K
Shares

$25.6 Million
4.37% of portfolio

View Full List

About J P MORGAN ETF TR U S MOMENTUM

Ticker JMOM
Sector ETFs
Industry ETFs

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Ae Wealth Management LLC J P Morgan ETF Tr U S Momentum Transaction History